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It answers the questions a rental team asks every morning: what goes out today, what comes back, what is late, and how the month is going.",[753,761,762,763,766,767,774],{},"You can find it under ",[757,764,765],{},"Home → Dashboard"," in the main navigation, or open it directly at ",[768,769,773],"a",{"href":770,"rel":771},"https:\u002F\u002Fapp.requiply.com\u002Fdashboard",[772],"nofollow","app.requiply.com\u002Fdashboard",".",[776,777,778,779,774],"note",{},"Available on every plan and to every role. Which sections you see depends on your account permissions — see ",[768,780,782],{"href":781},"#who-sees-what","Who sees what",[784,785,786,791],"figure",{},[787,788],"img",{"src":789,"alt":790},"\u002Fassets\u002Fdashboard\u002Fpage.png","The Dashboard: a greeting with the date and time, Pickups and Returns cards both switched to Tomorrow, a red-bordered Overdue card listing two late bookings, and the monthly summary card",[792,793,794],"figcaption",{},[753,795,796,797,801,802,774],{},"The Dashboard answers the morning's questions in one screen: what goes out, what comes back, what is late, and how the month is going. Here both day switches are synced to ",[798,799,800],"em",{},"Tomorrow",", and the empty Pickups card simply reads ",[798,803,804],{},"No pickups",[806,807,809],"h2",{"id":808},"what-youll-see","What you'll see",[753,811,812,813,816,817,820,821,823,824,827],{},"The page opens with a greeting — ",[798,814,815],{},"Good morning, {name}"," — followed by today's date and the current time in your ",[757,818,819],{},"organization's timezone"," (set under ",[768,822,505],{"href":506},"), so a team spread across locations reads the same \"today\". The clock ticks every minute, and the ",[757,825,826],{},"refresh"," button in the top-right corner reloads every section at once.",[753,829,830],{},"Below the greeting are three sections.",[832,833,835],"h3",{"id":834},"pickups-and-returns","Pickups and Returns",[753,837,838,839,842,843,846],{},"Two side-by-side cards list the bookings that ",[757,840,841],{},"start"," (Pickups) and ",[757,844,845],{},"end"," (Returns) on the selected day.",[784,848,849,853],{},[787,850],{"src":851,"alt":852},"\u002Fassets\u002Fdashboard\u002Fpickups-card.png","The Pickups card switched to Tomorrow, with the sync button beside the day switch and a booking row showing the pickup time, item count, amount still due, and its payment and status tags",[792,854,855],{},[753,856,857,858,861],{},"Each row carries the booking ID, the client, the pickup time, the item count, anything still due, and the payment and status tags with the progression arrow. On ",[798,859,860],{},"Today",", a live countdown follows the time as well.",[863,864,865,877,903,918,948],"ul",{},[866,867,868,869,872,873,876],"li",{},"A ",[757,870,871],{},"Today \u002F Tomorrow"," switch on each card picks the day. By default the two cards are ",[757,874,875],{},"synced"," — switching one switches the other — so you can flip the whole dashboard to tomorrow's plan with one click. The sync icon next to the switch turns syncing off when you want, say, today's returns next to tomorrow's pickups.",[866,878,879,880,883,884,887,888,891,892,895,896,899,900,774],{},"Rows are sorted by time. Each shows the booking's ",[757,881,882],{},"ID tag"," (opens the booking), the ",[757,885,886],{},"client's name"," (opens the client page) or ",[798,889,890],{},"No client",", the pickup or return ",[757,893,894],{},"time",", the number of ",[757,897,898],{},"items",", and — when the client still owes money — the outstanding balance as ",[798,901,902],{},"{amount} due",[866,904,905,906,909,910,913,914,917],{},"For today's rows a live ",[757,907,908],{},"countdown"," follows the time: ",[798,911,912],{},"(in 1h 20m)"," or ",[798,915,916],{},"(35m ago)",". It turns orange under 30 minutes and red under 15 minutes or once the time has passed.",[866,919,920,921,924,925,928,929,932,933,913,936,939,940,943,944,947],{},"On the right sit the booking's ",[757,922,923],{},"payment"," tag and its ",[757,926,927],{},"status"," tag with the same arrow button as on ",[768,930,50],{"href":931},"\u002Fen\u002Fguides\u002Fbookings\u002Fmanage#progressing-a-bookings-status",", so you can move a booking to ",[798,934,935],{},"In progress",[798,937,938],{},"Completed"," without leaving the dashboard. With ",[768,941,942],{"href":127},"checklists"," enabled, that arrow opens the booking's pickup or return checklist instead — which makes the Pickups and Returns lists a natural starting point for the day's handovers. If someone already moved the booking elsewhere, Requiply refuses the change with ",[798,945,946],{},"This booking's status was changed elsewhere, so this move is no longer allowed",", reloads the list, and you pick again.",[866,949,950,953,954,956],{},[757,951,952],{},"All bookings"," in the card footer opens the full ",[768,955,50],{"href":51}," list.",[753,958,959,960,913,962,774],{},"An empty card reads ",[798,961,804],{},[798,963,964],{},"No returns",[832,966,968],{"id":967},"overdue","Overdue",[784,970,971,975],{},[787,972],{"src":973,"alt":974},"\u002Fassets\u002Fdashboard\u002Foverdue-card.png","The Overdue card with a red border and a count badge, listing two bookings tagged 141 days and 81 days overdue with their missed return dates, item counts, and payment and status tags",[792,976,977],{},[753,978,979,980,983],{},"The card border and icon turn red as soon as anything is late, and each row is tagged with how many days it has been outstanding next to the return date it missed. Both bookings here are still in the active ",[798,981,982],{},"Confirmed"," status — which is exactly why they are counted as overdue.",[753,985,755,986,988,989,992,993,996],{},[757,987,968],{}," card is where a customer who has not brought the equipment back on time shows up. It lists bookings whose end date has already passed but which are still in an ",[798,990,991],{},"active"," status — nobody has marked them completed or cancelled yet. Each row carries a red ",[757,994,995],{},"{n}d overdue"," tag and the original return date and time. The card border and icon turn red as soon as anything is late, and the header shows the count.",[753,998,999,1000,1003,1004,774],{},"The card shows the eight most overdue bookings; ",[757,1001,1002],{},"Show all {n}"," expands the rest. When nothing is late it reads ",[798,1005,1006],{},"Nothing overdue",[832,1008,1010],{"id":1009},"what-requiply-did-for-you-in-month","What Requiply did for you in {month}",[753,1012,1013],{},"A summary card for the current calendar month, counted in the organization's timezone:",[784,1015,1016,1020],{},[787,1017],{"src":1018,"alt":1019},"\u002Fassets\u002Fdashboard\u002Fimpact-summary.png","The monthly summary card with money collected this month beside counts of messages sent, automations run and AI requests answered, over a footer line showing the outstanding balance and the deposits still to refund",[792,1021,1022],{},[753,1023,1024,1025,1028,1029,1032],{},"Collected money leads, followed by counters for what the platform did for you — ",[798,1026,1027],{},"Booking requests"," and ",[798,1030,1031],{},"Documents signed"," are missing here because both are still zero. The footer line links through to the bookings still carrying a balance and the deposits waiting to be returned.",[1034,1035,1036,1049],"table",{},[1037,1038,1039],"thead",{},[1040,1041,1042,1046],"tr",{},[1043,1044,1045],"th",{},"Figure",[1043,1047,1048],{},"What it counts",[1050,1051,1052,1074,1094,1107,1120,1132],"tbody",{},[1040,1053,1054,1060],{},[1055,1056,1057],"td",{},[757,1058,1059],{},"Collected this month",[1055,1061,1062,1063,1066,1067,1070,1071,774],{},"Money captured on completed charges this month. A green badge such as ",[757,1064,1065],{},"+18%"," shows the growth against last month; it appears only when last month had takings and this month is already ahead. A line underneath gives how much of it was ",[798,1068,1069],{},"collected online"," through a connected ",[768,1072,1073],{"href":531},"payment provider",[1040,1075,1076,1080],{},[1055,1077,1078],{},[757,1079,1027],{},[1055,1081,1082,1083,1086,1087,1089,1090,1093],{},"Bookings that arrived from outside your team — the ",[768,1084,1085],{"href":331},"client portal",", the ",[768,1088,360],{"href":361},", chat, or an ",[768,1091,1092],{"href":647},"AI connector"," — shown against the total number of bookings created this month.",[1040,1095,1096,1101],{},[1055,1097,1098],{},[757,1099,1100],{},"Messages sent to clients",[1055,1102,1103,1104,774],{},"SMS, Viber, and Telegram messages delivered through your ",[768,1105,1106],{"href":536},"communications provider",[1040,1108,1109,1114],{},[1055,1110,1111],{},[757,1112,1113],{},"Automations run",[1055,1115,1116,1119],{},[768,1117,1118],{"href":375},"Workflow"," actions that completed.",[1040,1121,1122,1127],{},[1055,1123,1124],{},[757,1125,1126],{},"AI requests answered",[1055,1128,1129,1131],{},[768,1130,641],{"href":642}," and chat bot requests.",[1040,1133,1134,1138],{},[1055,1135,1136],{},[757,1137,1031],{},[1055,1139,1140,1141,774],{},"Documents signed electronically by clients through a ",[768,1142,1143],{"href":541},"signing provider",[753,1145,1146,1147,1150,1151,1154,1155,1157],{},"Figures that are still zero are hidden, and until anything has happened the card reads ",[798,1148,1149],{},"Nothing to show for {month} yet",". ",[757,1152,1153],{},"See more analytics"," opens the full ",[768,1156,321],{"href":322}," report.",[753,1159,1160],{},"Under the figures, two live balances link to the bookings list:",[863,1162,1163,1177],{},[866,1164,1165,1168,1169,1172,1173,1176],{},[757,1166,1167],{},"Outstanding"," — the total clients still owe across active bookings, and how many bookings that is. Booking requests that have not been approved yet, meaning bookings still in your ",[757,1170,1171],{},"Status for booking requests"," (see ",[768,1174,587],{"href":1175},"\u002Fen\u002Fguides\u002Fsettings\u002Fbookings\u002Fbooking-creation#choosing-the-starting-statuses","), are not counted.",[866,1178,1179,1182,1183,1186,1187,774],{},[757,1180,1181],{},"Deposits to refund"," — deposits still held on ",[757,1184,1185],{},"completed"," bookings, waiting to be returned to clients. See ",[768,1188,597],{"href":598},[806,1190,782],{"id":1191},"who-sees-what",[753,1193,1194,1195,1199],{},"The dashboard follows your ",[768,1196,1198],{"href":1197},"\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Faccounts\u002Fpermission-groups#the-permissions-a-group-can-grant","account permissions",":",[1034,1201,1202,1212],{},[1037,1203,1204],{},[1040,1205,1206,1209],{},[1043,1207,1208],{},"Section",[1043,1210,1211],{},"Needs",[1050,1213,1214,1224],{},[1040,1215,1216,1219],{},[1055,1217,1218],{},"Pickups, Returns, Overdue",[1055,1220,1221],{},[757,1222,1223],{},"Allow booking management",[1040,1225,1226,1229],{},[1055,1227,1228],{},"What Requiply did for you, Outstanding, Deposits to refund",[1055,1230,1231],{},[757,1232,1233],{},"Allow access to reporting",[753,1235,1236,1237],{},"Admins always see everything. A member with neither permission sees ",[798,1238,1239],{},"\"Your account has no sections enabled yet. Ask an administrator for access.\"",[806,1241,1243],{"id":1242},"which-bookings-count","Which bookings count",[753,1245,1246,1247,1250,1251,1254,1255,1257,1258,1261,1262,1264],{},"The lists rely on each status's ",[757,1248,1249],{},"lifecycle"," — ",[798,1252,1253],{},"Active",", ",[798,1256,938],{},", or ",[798,1259,1260],{},"Cancelled"," — configured on the ",[768,1263,582],{"href":583}," page:",[863,1266,1267,1278,1288],{},[866,1268,1269,1270,1272,1273,913,1275,1277],{},"Pickups, Returns, and Overdue only include bookings in an ",[757,1271,1253],{}," status. Marking a booking ",[798,1274,938],{},[798,1276,1260],{}," removes it from the lists immediately.",[866,1279,1280,1028,1282,1284,1285,1287],{},[798,1281,1059],{},[798,1283,1167],{}," ignore ",[757,1286,1260],{}," bookings.",[866,1289,1290,1292,1293,1287],{},[798,1291,1181],{}," looks only at ",[757,1294,938],{},[753,1296,1297,1298,1300],{},"If you add custom statuses, give each one the right lifecycle — a \"Returned\" status left as ",[798,1299,1253],{}," keeps its bookings on the Overdue list.",[806,1302,1304],{"id":1303},"choosing-your-startup-page","Choosing your startup page",[753,1306,1307,1308,1311,1312,1315,1316,1319,1320,913,1323,1326,1327,1330],{},"The dashboard is the default landing page, but every user can pick their own. Open your ",[757,1309,1310],{},"Account"," page from the avatar menu in the top bar and, under ",[757,1313,1314],{},"Preferences",", choose a ",[757,1317,1318],{},"Startup page"," — any page from the main navigation you have access to, grouped by section (for example ",[798,1321,1322],{},"Bookings → Calendar",[798,1324,1325],{},"Inventory → Tasks","). Save, and that page opens right after you sign in. The list follows the order of your ",[768,1328,1329],{"href":631},"sidebar menu layout"," and leaves out pages your permission group hides from the menu.",[784,1332,1333,1337],{},[787,1334],{"src":1335,"alt":1336},"\u002Fassets\u002Fdashboard\u002Fstartup-page.png","The Preferences section of the Account page, with the Startup page field set to Dashboard and a hint reading The page that opens right after you sign in",[792,1338,1339],{},[753,1340,1341],{},"Every user picks their own landing page here. Opening the dropdown lists the pages your permissions allow, grouped by navigation section.",[753,1343,1344,1345,1348],{},"If the chosen page later becomes unavailable — for example because a permission was removed — Requiply falls back to the dashboard. While the ",[768,1346,1347],{"href":27},"setup guide"," is still in progress, signing in opens the guide instead.",[806,1350,1352],{"id":1351},"common-scenarios","Common scenarios",[832,1354,1356],{"id":1355},"morning-stand-up","Morning stand-up",[753,1358,1359,1360,1362],{},"Keep ",[757,1361,860],{}," selected and walk through Pickups top to bottom: who is collecting, at what time, and whether they still owe anything. Then check Returns for the units coming back, and Overdue for anyone to call.",[832,1364,1366],{"id":1365},"planning-tomorrow","Planning tomorrow",[753,1368,1369,1370,1372],{},"Switch either card to ",[757,1371,800],{}," — with sync on, both flip — to see what needs preparing tonight.",[832,1374,1376],{"id":1375},"chasing-late-returns","Chasing late returns",[753,1378,1379,1380,1383],{},"Overdue rows show how many days late each booking is. Open the booking from its ID tag to message the client, or use the status arrow to close it out once the items are back — which opens the ",[768,1381,1382],{"href":127},"return checklist"," if your organization uses them.",[832,1385,1387],{"id":1386},"month-end-check","Month-end check",[753,1389,1390,1391,1393],{},"The impact card gives the month's collected total against last month at a glance; ",[757,1392,1153],{}," takes you to the full breakdown by category, item, and service.",[806,1395,1397],{"id":1396},"tips-and-cautions","Tips and cautions",[1399,1400,1401,1404,1405,1407],"tip",{},[757,1402,1403],{},"Tip:"," The lists update live as statuses change, and the bookings are reloaded every time you open the Dashboard, so changes made on another device show up straight away. Press ",[757,1406,826],{}," if you have just recorded a payment elsewhere and want the money figures to catch up.",[1409,1410,1411,1414,1415,774],"warning",{},[757,1412,1413],{},"Heads up:"," \"Today\" is decided by the organization's timezone, not by your device. If the dashboard seems a day off, check ",[768,1416,505],{"href":506},[1409,1418,1419,1421,1422,1425,1426,1428,1429,1431],{},[757,1420,1413],{}," A booking is overdue when its end date has passed ",[757,1423,1424],{},"and"," its status is still active. Custom statuses created before lifecycles existed are treated as ",[798,1427,1253],{}," — review them under ",[768,1430,582],{"href":583}," so finished bookings stop showing as late.",{"title":1433,"searchDepth":1434,"depth":1434,"links":1435},"",2,[1436,1442,1443,1444,1445,1451],{"id":808,"depth":1434,"text":809,"children":1437},[1438,1440,1441],{"id":834,"depth":1439,"text":835},3,{"id":967,"depth":1439,"text":968},{"id":1009,"depth":1439,"text":1010},{"id":1191,"depth":1434,"text":782},{"id":1242,"depth":1434,"text":1243},{"id":1303,"depth":1434,"text":1304},{"id":1351,"depth":1434,"text":1352,"children":1446},[1447,1448,1449,1450],{"id":1355,"depth":1439,"text":1356},{"id":1365,"depth":1439,"text":1366},{"id":1375,"depth":1439,"text":1376},{"id":1386,"depth":1439,"text":1387},{"id":1396,"depth":1434,"text":1397},"The home page of your Requiply workspace: today's pickups and returns, overdue bookings, and what Requiply did for you this month.","md",null,{"gitbook":1456,"aliases":1460},{"source":1457,"icon":1458,"url":1459},"dashboard\u002FREADME.md","house","https:\u002F\u002Frequiply.gitbook.io\u002Frequiply-docs\u002Fknowledge\u002Fdashboard\u002Fdashboard",[1461],"\u002Fknowledge\u002Fdashboard\u002Fdashboard",{"title":316,"icon":319},{"title":316,"description":1452},"k7KWGmc0mi24Q6usUY_Pql5zfYchcU2hVM3Mdx7Fp5Y",[1466,1468],{"title":306,"path":307,"stem":308,"description":1467,"icon":93,"children":-1},"Add goods you sell (Equipment for sale) with a sale price, net cost, barcode, and opening stock, then keep the stock count right with deliveries, write-offs, and stock counts, and see sales and margin on the product page.",{"title":321,"path":322,"stem":323,"description":1469,"icon":311,"children":-1},"How the business performed over a chosen period: revenue, profit, expenses, utilization rate, repeat customers, revenue by month with the monthly average, revenue by category with share changes against the previous period, and your best-earning items and services, on the web and in the mobile app with custom periods.",1792585920800]